ARVINAS INC ARVN
COM · Common Stock · CUSIP 04335A105 · ISIN US04335A1051
Company in New Haven, United States
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersNew Haven, CT
- Founded2013
- Websitearvinas.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($585.8k this quarter). Holder counts are more reliable. Shares outstanding: 65.4m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $8.43. Options: 6 managers hold calls ($2.0m notional), 5 hold puts ($549.3k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 176 |
| Q4 2022 | 164 |
| Q1 2023 | 173 |
| Q2 2023 | 158 |
| Q3 2023 | 157 |
| Q4 2023 | 213 |
| Q1 2024 | 224 |
| Q2 2024 | 208 |
| Q3 2024 | 207 |
| Q4 2024 | 200 |
| Q1 2025 | 217 |
| Q2 2025 | 216 |
| Q3 2025 | 211 |
| Q4 2025 | 206 |
| Q1 2026 | 207 |
| Q2 2026 | 201 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 96 | 92 |
| Q4 2024 | 100 | 87 |
| Q1 2025 | 121 | 96 |
| Q2 2025 | 126 | 104 |
| Q3 2025 | 103 | 109 |
| Q4 2025 | 96 | 102 |
| Q1 2026 | 89 | 103 |
| Q2 2026 | 111 | 90 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $14.2m | $6.2m | 0.44 |
| Q4 2025 | $5.0m | $2.1m | 0.42 |
| Q1 2026 | $2.4m | $867.1k | 0.36 |
| Q2 2026 | $2.0m | $549.3k | 0.27 |
Biggest buyers
| ARMISTICE CAPITAL, LLC | Added | +818.0k |
| BlackRock, Inc. | Added | +811.5k |
| Hillsdale Investment Management Inc. | New | +750.9k |
| TWO SIGMA INVESTMENTS, LP | Added | +741.3k |
| Arbiter Partners Capital Management LLC | New | +589.2k |
| Nextech Invest Ltd. | Added | +583.3k |
| Qube Research & Technologies Ltd | Added | +390.6k |
| UBS Group AG | Added | +376.4k |
| STATE STREET CORP | Added | +368.4k |
| AQR CAPITAL MANAGEMENT LLC | Added | +316.8k |
Biggest sellers
| TCG Crossover Management, LLC | Reduced | -1.7m |
| Vestal Point Capital, LP | Sold out | -905.5k |
| CITADEL ADVISORS LLC | Reduced | -560.0k |
| TANG CAPITAL MANAGEMENT LLC | Sold out | -538.7k |
| SUPERSTRING CAPITAL MANAGEMENT LP | Sold out | -312.6k |
| Brummer Multi-Strategy AB | Sold out | -285.1k |
| WASATCH ADVISORS LP | Sold out | -281.9k |
| Nuveen, LLC | Reduced | -267.6k |
| NOMURA HOLDINGS INC | Sold out | -253.6k |
| ExodusPoint Capital Management, LP | Reduced | -200.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $739.6k89.0k shares |
| SIMPLEX TRADING, LLC | Added | $386.4k46.5k shares |
| CITADEL ADVISORS LLC | Added | $324.9k39.1k shares |
| IMC-Chicago, LLC | Added | $306.6k36.9k shares |
| GROUP ONE TRADING LLC | Added | $189.5k22.8k shares |
| Walleye Capital LLC | New | $51.5k6.2k shares |
Biggest puts
| SIMPLEX TRADING, LLC | Added | $203.6k24.5k shares |
| CITADEL ADVISORS LLC | Added | $147.1k17.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $124.7k15.0k shares |
| Walleye Capital LLC | New | $69.8k8.4k shares |
| GROUP ONE TRADING LLC | Unchanged | $4.2k500 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 7.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 6.1% |
Fell to 5% or below in the last year: D. E. SHAW & CO, L.P. (5.4%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), CITADEL ADVISORS LLC (0.4%, 2025-11-14)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $6.4k | — |
| Q1 2025 | 0 | — | 5 | $839.6k | — |
| Q2 2025 | 0 | — | 2 | $62.7k | — |
| Q3 2025 | 1 | $227.1k | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $2.3k | — |
| Q1 2026 | 1 | $268.0k | 6 | $888.2k | — |
| Q2 2026 | 0 | — | 5 | $422.2k | $66.1k |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-24 | Saik Andrew Chief Financial Officer | Sold plan | $46.5k5.7k shares |
| 2026-06-17 | Cacace Angela M Chief Scientific Officer | Sold plan | $19.6k2.6k shares |
| 2026-05-21 | Teel Randy President and CEO, director | Sold | $20.0k2.2k shares |
| 2026-05-11 | Saik Andrew Chief Financial Officer | Sold | $110.7k11.1k shares |
| 2026-05-11 | Berkowitz Noah Chief Medical Officer | Sold | $110.4k11.1k shares |
| 2026-05-11 | Cacace Angela M Chief Scientific Officer | Sold | $96.0k9.7k shares |
| 2026-05-11 | Teel Randy President and CEO, director | Sold | $96.0k9.7k shares |
| 2026-05-11 | Loomis David K VP, Chief Accounting Officer | Sold | $19.1k1.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 7.6m $63.2m | Added +811.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 4.1m $34.3m | Added +233.8k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 3.5m $29.0m | Reduced -143.4k |
| Pfizer Inc 16.24% of their portfolio | 3.5m $27.7m | Unchanged |
| ARMISTICE CAPITAL, LLC 0.64% of their portfolio | 2.8m $23.2m | Added +818.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.7m $22.6m | Added +24.8k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 2.6m $21.4m | Added +741.3k |
| STATE STREET CORP 0.00% of their portfolio | 2.2m $18.3m | Added +368.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.7m $13.9m | Added +110.2k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 1.6m $13.2m | Added +390.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.04% of their portfolio | 1.4m $11.7m | Reduced -28.9k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 1.4m $11.3m | Added +215.3k |
| Nextech Invest Ltd. 0.81% of their portfolio | 1.1m $17.1m | Added +583.3k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 848.4k $7.0m | Reduced -101.5k |
| Hillsdale Investment Management Inc. 0.14% of their portfolio | 750.9k $6.2m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 728.1k $6.1m | Added +301.1k |
| TCG Crossover Management, LLC 0.14% of their portfolio | 707.1k $5.9m | Reduced -1.7m |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 654.9k $5.4m | Added +169.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 640.8k $5.3m | Reduced -116.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 621.0k $5.2m | Reduced -560.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 615.3k $5.1m | Added +94.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 601.9k $5.0m | Added +316.8k |
| Nantahala Capital Management, LLC 0.15% of their portfolio | 600.0k $5.0m | Added +300.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 589.2k $4.9m | Added +36.6k |
| Arbiter Partners Capital Management LLC 1.36% of their portfolio | 589.2k $4.9m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 574.0k $4.8m | Reduced -2.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 542.2k $4.5m | Added +17.0k |
| MORGAN STANLEY 0.00% of their portfolio | 502.8k $4.2m | Reduced -172.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 476.2k $4.0m | Added +1.7k |
| UBS Group AG 0.00% of their portfolio | 444.7k $3.7m | Added +376.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 427.2k $3.6m | Added +14.6k |
| ALGERT GLOBAL LLC 0.04% of their portfolio | 426.4k $3.5m | Added +246.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 366.4k $3.0m | Added +149.6k |
| FMR LLC 0.00% of their portfolio | 365.2k $3.0m | Added +277.0k |
| Ikarian Capital, LLC 0.49% of their portfolio | 358.3k $3.0m | Unchanged |
| Jump Financial, LLC 0.02% of their portfolio | 296.2k $2.5m | Added +162.3k |
| Man Group plc 0.00% of their portfolio | 256.1k $2.1m | Added +165.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 255.0k $2.1m | Added +18.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 252.9k $2.1m | Added +136.1k |
| Invesco Ltd. 0.00% of their portfolio | 247.9k $2.1m | Reduced -68.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 215.3k $1.8m | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 201.8k $1.7m | Added +178.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 185.3k $1.5m | Reduced -148 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.00% of their portfolio | 180.0k $1.5m | Unchanged |
| Rangeley Capital, LLC 1.36% of their portfolio | 175.6k $1.5m | Reduced -48.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 167.1k $1.4m | Added +35.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 166.2k $1.4m | Added +29.0k |
| Susquehanna Portfolio Strategies, LLC 0.02% of their portfolio | 158.3k $1.3m | Reduced -143.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 151.2k $1.3m | Added +3.6k |
| GSA CAPITAL PARTNERS LLP 0.07% of their portfolio | 142.2k $1.2m | Added +9.0k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 141.3k $1.2m | Reduced -88.5k |
| Nuveen, LLC 0.00% of their portfolio | 138.8k $1.2m | Reduced -267.6k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 136.9k $1.1m | Added +108.2k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.06% of their portfolio | 124.6k $1.0m | New |
| LPL Financial LLC 0.00% of their portfolio | 113.7k $944.5k | Added +3.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 110.8k $920.5k | Added +25.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 110.0k $913.8k | Reduced -1.0k |
| Swiss National Bank 0.00% of their portfolio | 108.0k $897.5k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 106.4k $884.3k | Added +52.7k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 104.8k $885.0k | Added +15.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 101.4k $842.6k | Added +20.1k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 97.6k $811.1k | Unchanged |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 94.8k $787.9k | Added +81.7k |
| Verition Fund Management LLC 0.00% of their portfolio | 84.5k $702.0k | New |
| Tidal Investments LLC 0.00% of their portfolio | 84.1k $699.1k | Added +543 |
| Tema ETFs LLC 0.02% of their portfolio | 84.1k $699.1k | First filing |
| BARCLAYS PLC 0.00% of their portfolio | 83.9k $697.4k | Added +27.6k |
| HRT FINANCIAL LP 0.00% of their portfolio | 82.9k $688.0k | Reduced -187.4k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 82.5k $685.4k | Unchanged |
| CAXTON ASSOCIATES LLP 0.01% of their portfolio | 82.3k $684.0k | Reduced -177.7k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 81.4k $676.1k | Added +70.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 78.1k $649.4k | Reduced -2.3k |
| MANGROVE PARTNERS IM, LLC 0.04% of their portfolio | 76.2k $633.4k | Added +7.0k |
| Engineers Gate Manager LP 0.01% of their portfolio | 72.3k $601.0k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 66.8k $555.1k | Reduced -7.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 63.8k $676.5k | Reduced -9.9k |
| Headlands Technologies LLC 0.05% of their portfolio | 60.4k $502.2k | Reduced -12.6k |
| Stonepine Capital Management, LLC 0.38% of their portfolio | 60.0k $498.6k | Added +32.5k |
| GLOBEFLEX CAPITAL L P 0.06% of their portfolio | 59.3k $493.0k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 58.3k $484.2k | Added +33.1k |
| ADAR1 Capital Management, LLC 0.02% of their portfolio | 57.6k $478.6k | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.13% of their portfolio | 57.5k $477.8k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 55.1k $457.8k | Added +11.8k |
| Longaeva Partners L.P. 0.01% of their portfolio | 52.9k $439.9k | Added +2.7k |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 50.9k $423.3k | Reduced -200.1k |
| STRS OHIO 0.00% of their portfolio | 49.3k $409.7k | Added +8.9k |
| EntryPoint Capital, LLC 0.10% of their portfolio | 48.1k $399.9k | New |
| FOX RUN MANAGEMENT, L.L.C. 0.07% of their portfolio | 47.9k $398.2k | Added +37.3k |
| Yelin Lapidot Holdings Management Ltd. 0.07% of their portfolio | 46.7k $387.8k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 44.3k $367.8k | Added +909 |
| Virtus Investment Advisers, LLC 0.08% of their portfolio | 43.2k $358.7k | Added +21.5k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 43.0k $357.7k | New |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 41.4k $344.4k | Added +29.0k |
| Quinn Opportunity Partners LLC 0.02% of their portfolio | 41.3k $342.9k | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 40.4k $335.5k | Reduced -38.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 38.5k $319.9k | Added +27.8k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio | 37.4k $310.4k | Reduced -33.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 37.1k $308.2k | Added +1.9k |
| DRW Securities, LLC 0.02% of their portfolio | 36.3k $301.7k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 35.5k $295.3k | Added +2.5k |